Whittier Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.36M | Hold |
13,230
| – | – | 0.02% | 341 |
|
2025
Q1 | $1.37M | Buy |
13,230
+500
| +4% | +$51.7K | 0.02% | 333 |
|
2024
Q4 | $1.28M | Buy |
+12,730
| New | +$1.28M | 0.02% | 348 |
|
2019
Q1 | – | Sell |
-496
| Closed | -$49K | – | 1492 |
|
2018
Q4 | $49K | Hold |
496
| – | – | ﹤0.01% | 779 |
|
2018
Q3 | $49K | Hold |
496
| – | – | ﹤0.01% | 776 |
|
2018
Q2 | $49K | Hold |
496
| – | – | ﹤0.01% | 763 |
|
2018
Q1 | $50K | Buy |
+496
| New | +$50K | ﹤0.01% | 774 |
|